The Organization Profile feature in Enrollio helps you group families under shared organizations like employers, schools, or community groups. This makes it easier to manage relationships, track engagement, and communicate with families connected through the same organization.

What are Organization Profiles?

Organization Profiles let you associate multiple families with a single organization. This is especially useful when you partner with local employers for corporate childcare discounts, work with school districts, or offer group enrollment programs.

By grouping families under one organization record, you can view collective engagement, centralize communication, and manage relationships at the organizational level.

Key Benefits of Organization Profiles

Using Organization Profiles provides practical advantages for managing family relationships:

  • Organized Family Management: Easily group multiple families under one organization
  • Consolidated Activity Tracking: Monitor interactions and activities related to an organization
  • Enhanced Relationship Insights: See how your center engages with employer partners and community groups
  • Efficient Communication: Reach all families linked to an organization at once
  • Improved Data Accuracy: Maintain consistent information across organization-associated families

How to Create an Organization Profile

Follow these steps to set up a new organization in Enrollio:

Step 1: Navigate to Organizations

Use the main navigation bar on the left to go to Contacts, then click the Organizations tab in the top navigation.

[SCREENSHOT: Contacts navigation showing Organizations tab in secondary ribbon]

Step 2: Add a New Organization

Click the blue + New Organization button at the top right.

[SCREENSHOT: Organizations list view with New Organization button highlighted]

Step 3: Enter Organization Details

Fill in the organization details in the panel on the right. You can add:

  • Organization Name (required)
  • Phone Number
  • Email
  • Website
  • Description
  • Address Details (Street, City, Postal Code, Country)

Note: Only the organization name is required, but adding contact details makes it easier to manage partnerships and communications.

[SCREENSHOT: New Organization form showing all available fields]

How to Edit or Update Organization Details

  1. Navigate to Contacts using the main navigation bar
  2. Select the Organizations tab
  3. Click the three dots (...) next to the organization you want to edit
  4. Choose Edit Organization
  5. Update any necessary fields
  6. Click Save to apply your changes

How to Delete an Organization

  1. Navigate to Contacts and select the Organizations tab
  2. Click the three dots (...) next to the organization
  3. Choose Delete Organization
  4. Click Yes to confirm

Important: Deleting an organization clears the Organization field in associated family profiles but does not delete the families themselves.

How to Add Families to an Organization

You can associate families with organizations in two ways:

Method 1: From the Family Profile

  1. Navigate to Contacts and find the family you want to add
  2. Click on the family name to open their profile
  3. Select the Organization tab in the left sidebar
  4. Search for and select the organization
  5. Click Save to update the association
[SCREENSHOT: Family profile showing Organization tab and selection dropdown]

Method 2: Bulk Assignment

To assign multiple families at once, select multiple family profiles from your contacts list and assign them to an organization in one action.

How to Remove a Family from an Organization

  1. Navigate to Contacts and select the Organizations tab
  2. Click on the organization
  3. Go to the Contacts tab to view associated families
  4. Click the trash bin icon next to the family you want to remove
  5. Click Yes to confirm

Note: Removing a family from an organization only removes the association. The family profile remains in your database.

Automate Family-to-Organization Assignment

You can automate this process based on the "Business Name" field in family profiles. This is helpful when families enter their employer name during enrollment.

To enable automation:

  1. Go to Settings → Objects → Organization
  2. Toggle on Automatically Create and Associate Organizations from Parent Business Names

When enabled, Enrollio will automatically create organization profiles and link families based on the employer name they provide.

Pro Tip: Use this feature to track corporate partnerships. When multiple families work for the same employer, you can easily see enrollment trends and manage group discount programs.

Frequently Asked Questions

Can I assign multiple organizations to a single family?

No, a family can only be associated with one organization at a time.

Will deleting an organization remove all associated families?

No, it only removes the organization association. Family profiles remain in your database.

Can I bulk assign families to an organization?

Yes, select multiple families in your contacts list and assign them to an organization at once.

How do I find all families linked to a specific organization?

Navigate to Contacts → Organizations, select the organization, and view the Contacts tab.

Can I automate family-organization associations?

Yes, enable Automatically Create and Associate Organizations from Parent Business Names in Settings → Objects → Organization.